Manager, Conflicts, Client Intake & Engagement Compliance

O'Hagan Meyer

. Oversee conflicts searches, analysis, documentation, and resolution for prospective clients, new matters, insurers, insureds, adverse parties, and related entities .

Posted 10/17/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $105,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in conflicts management, client intake processes, and engagement letter administration within a law firm environment. Proven ability to implement policies, monitor compliance, and lead personnel while ensuring confidentiality and data integrity.

Highest-signal resume keywords

Conflicts ManagementClient Intake ProcessesEngagement Letter AdministrationLeadership in Multi-Office EnvironmentPolicy Implementation and Compliance Monitoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Conflicts SearchesDocumentation and ResolutionEngagement Letter TrackingWorkflow ImprovementData Integrity Management

Soft Skills

Analytical SkillsOrganizational SkillsCommunication SkillsSound JudgmentDiscretion

Tools & Technologies

Law Firm Conflicts DatabasesPractice Management Systems

Industry Keywords

Insurance DefenseLitigation LawLaw Firm OperationsCompliance DeficienciesQuality Standards

About the role

Key responsibilities & impact

Oversee conflicts searches, analysis, documentation, and resolution for prospective clients, new matters, insurers, insureds, adverse parties, and related entities
Ensure conflicts are reviewed and cleared before representation begins
Escalate complex legal and ethical issues, proposed waivers, and substantive determinations to designated firm counsel
Maintain accurate records and establish consistent review and escalation procedures
Own the end-to-end client and matter intake process through conflicts clearance, approvals, and matter setup
Establish and enforce standardized procedures, documentation requirements, approval workflows, and turnaround expectations across all offices
Ensure intake information is complete and accurate
Coordinate with attorneys, billing, finance, and administrative departments to resolve deficiencies and ensure accurate setup
Establish controls to prevent duplicate records, incomplete data, and unauthorized or premature matter openings
Administer, monitor, and enforce engagement letter policies and procedures
Ensure engagement letters are prepared, issued, tracked, and executed according to firm requirements
Track outstanding and overdue engagement letters and follow up with responsible attorneys and staff
Report compliance deficiencies, aging items, recurring issues, and policy exceptions to firm leadership
Establish escalation procedures for overdue engagement letters and repeated noncompliance
Coordinate approval and documentation of exceptions with firm leadership and counsel
Develop and maintain firmwide policies, procedures, internal controls, and quality standards
Lead and supervise conflicts and intake personnel
Develop metrics and regular reporting for intake turnaround, conflicts reviews, engagement letter compliance, and exceptions
Improve workflows, automate processes, strengthen controls, and ensure consistent practices across offices
Provide training and guidance to attorneys and staff while maintaining confidentiality and data integrity

Requirements

What you’ll need

A minimum of 5 years’ experience in a law firm is required
Substantial experience in conflicts management, client intake, engagement letter administration, or related law firm operations
Insurance defense or litigation law firm experience strongly preferred
Demonstrated ability to implement and enforce policies, monitor compliance, and address recurring deficiencies
Strong leadership, analytical, organizational, and communication skills
Ability to work effectively with attorneys at all levels
Experience managing personnel, workflows, and firmwide processes in a multi-office environment preferred
Familiarity with law firm conflicts databases, practice management systems, and client intake processes
Sound judgment, discretion, integrity, and commitment to confidentiality

Benefits

Comp & perks

Health Care Plan (Medical, Dental, & Vision)
401(k) Retirement Plan
Life Insurance (Basic, Voluntary, & AD&D)
Paid Time Off (Vacation, Sick Leave, & Company Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long-Term Disability
Training & Development
Free Food & Snacks in Office
Wellness Resources
Commuter Benefits